Update shared on23 Aug 2025
Fair value Decreased 20%The downward revision in Spero Therapeutics’ consensus price target largely reflects declines in its future P/E multiple and net profit margin, resulting in a lower fair value estimate of $4.00.
What's in the News
- The phase III PIVOT-PO trial of tebipenem HBr, an investigational oral treatment for complicated urinary tract infections (cUTIs), was stopped early due to efficacy, following an Independent Data Monitoring Committee recommendation.
- Tebipenem HBr met its primary endpoint of non-inferiority to intravenous imipenem-cilastatin in hospitalized adults with cUTI, with no new safety concerns identified.
- If approved, tebipenem HBr would become the first oral carbapenem antibiotic for cUTIs in the US, addressing a significant unmet need in antimicrobial resistance and reducing hospitalizations associated with IV-only therapies.
- GSK aims to file for regulatory approval in the second half of 2025, with full results to be presented at a scientific congress and published in a peer-reviewed journal.
- The drug’s development is partially funded by the U.S. Biomedical Advanced Research and Development Authority (BARDA), and this marks GSK’s second anti-infective program stopped early for efficacy in Phase III.
Valuation Changes
Summary of Valuation Changes for Spero Therapeutics
- The Consensus Analyst Price Target has significantly fallen from $5.00 to $4.00.
- The Future P/E for Spero Therapeutics has significantly fallen from 151.11x to 127.58x.
- The Net Profit Margin for Spero Therapeutics has fallen from 17.15% to 16.25%.
Disclaimer
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